Dividend Update - May 2015

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Includes: APD, DE, GIS, HCP, KMI, O, OHI, PG, SBUX, T, VZ, YUM
by: Passive Income Pursuit
Summary

Keeping tabs on the dividends I receive each month to track my progress towards financial independence.

Dividend growth investing provides a positive portion of return each and every month.

May 2015's dividends saw a 4.9% increase from February 2015 and a 53.1% increase year over year.

Another month has come and gone so it's time for my favorite monthly update: my dividend update. These dividend updates reflect all dividends that I receive through my investing pursuits and I hope can help inspire you to take control of your own finances and invest to build a passive income stream. What you use that stream for is up to you, whether it's to fund early retirement, just provide some FI/FU money, or even to provide for an annual vacation; the key is that it can provide options and opens up all sorts of possibilities.

I received a total of $374.38 in dividends in my FI Portfolio in May and a total of $2,038.33 YTD. Dividends received in my FI Portfolio for May showed a solid 4.9% increase from February of this year and excellent 53.1% growth compared to May of last year. Unfortunately I still don't own any companies that pay in the second month of each quarter within my Roth IRA so there was a big fat zero from that account. However, I did receive $1.16 from my Loyal3 portfolio that I started back in August 2014. That was a 10.5% increase quarter over quarter. The best thing about my dividends so far this year is that over the last 3 months I've earned $1,442.28 which is impressive to me. That's essentially an extra purchase each quarter from dividends alone.

Forward 12-month dividends for my FI Portfolio ended May at $5,860.41 which is about a $170 increase from the end of April thanks to dividend increases and investments in W.P. Carey, Inc. (NYSE:WPC), Omega Healthcare Investors (NYSE:OHI), and Ross Stores (NASDAQ:ROST) (Full Analysis Here). Adding in my Loyal3 Portfolio's forward dividends of $55.98 brings my total taxable accounts' forward dividends to $5,916.12. Forward dividends for my Roth IRA remain unchanged at $265.88.

The following chart shows the monthly dividend totals of my FI Portfolio only for each year that I've been investing as well as the monthly average. It's not always an increase as some companies have weird payout schedules and eventually some positions will get dropped, but the long-term trend is what matters. My monthly average YTD is at $407.67 which is a solid $28.43 increase from my average for 2014. With more contributions/investments and expected dividend increases the gap should continue to widen.

FI Portfolio's Dividends - May 2015
Company Dividends
Procter & Gamble (NYSE:PG) $45.35
AT&T (NYSE:T) $24.01
Kinder Morgan, Inc. (NYSE:KMI) $104.86
Air Products & Chemicals (NYSE:APD) $14.97
Realty Income (NYSE:O) $17.37
HCP Inc. (NYSE:HCP) $45.85
General Mills (NYSE:GIS) $28.72
Verizon (NYSE:VZ) $23.65
Starbucks (NASDAQ:SBUX) $8.99
YUM Brands (NYSE:YUM) $17.26
Deere & Company (NYSE:DE) $36.15
Omega Healthcare Investors (OHI) $7.20
May Total $374.38
2015 YTD Total $2,038.33

A full list of my holdings can be found here.

Disclosure: The author is long PG, T, KMI, APD, O, HCP, GIS, VZ, SBUX, YUM, DE, OHI, WPC, ROST. The author wrote this article themselves, and it expresses their own opinions. The author is not receiving compensation for it. The author has no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: I am not a financial professional. Any mention of companies is not an endorsement or recommendation to purchase shares. Investing involves risks.